ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 150 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,515 | -2.9% | 11,018 | -4.0% | 0.15% | -20.5% |
| Q4 2022 | $385,779 | +218.8% | 11,478 | +277.3% | 0.19% | +222.0% |
| Q2 2021 | $121,000 | +17.5% | 3,042 | +13.3% | 0.06% | +3.5% |
| Q1 2021 | $103,000 | -28.0% | 2,685 | -27.1% | 0.06% | -32.1% |
| Q4 2020 | $143,000 | +5.1% | 3,681 | +0.6% | 0.08% | -16.8% |
| Q3 2020 | $136,000 | +2.3% | 3,660 | +0.4% | 0.10% | -9.0% |
| Q2 2020 | $133,000 | +14.7% | 3,645 | +6.1% | 0.11% | -67.2% |
| Q1 2020 | $116,000 | -10.1% | 3,434 | -3.8% | 0.34% | +103.6% |
| Q4 2019 | $129,000 | – | 3,568 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 259,257 | $8,804,643 | 3.84% |
| Archvest Wealth Advisors, Inc. | 214,257 | $7,417,017 | 3.03% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $17,608,778 | 2.90% |
| Investment Advisory Group, LLC | 147,765 | $5,018,243 | 2.61% |
| Weaver Consulting Group | 164,891 | $5,599,873 | 2.53% |
| Thrive Capital Management, LLC | 125,623 | $4,266,275 | 2.36% |
| Consilium Wealth Advisory, LLC | 77,038 | $2,616,292 | 1.83% |
| Gainplan LLC | 12,974 | $440,610 | 0.61% |
| RDA Financial Network | 32,475 | $1,102,883 | 0.48% |
| Camarda Financial Advisors, LLC | 19,487 | $661,807 | 0.43% |